See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,092 | $179,726-72.1% | $156,263-67.9% | $142,382-64.8% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 18.86% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,590 | $5,069-68.6% | $4,333-63.3% | $4,299-63.0% |
| Participant deferral / active EE | $1,924 | $6,956-72.3% | $6,158-68.8% | $6,507-70.4% |
| Admin fee / account holder | $53 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |